Nvidia: Underowned, But Still Dominating AI?

Nvidia's dominating the AI world, but big investors are surprisingly hesitant. Despite a 1,300% surge and leading the S&P 500, institutional portfolios are underweight on the stock. Is it geopolitics, supply chains, or just fear of a bubble? Morgan Stanley sees a buying opportunity, but dot-com bubble comparisons are making some nervous. Will Nvidia's AI dominance win over Wall Street, or is this high-flying stock set for a fall? Hosted on Acast. See acast.com/privacy for more information.